Priced for Perfection: Has the Reflation Trade Gone Too Far?

Priced for Perfection: Has the Reflation Trade Gone Too Far?

DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market strategist at Bannockburn Global Forex. Agati shares her view on U.S. equity valuations, noting that stocks might have run too far, too fast amid reflation optimism, and Chandler argues that market performance will ultimately hinge on liquidity conditions, making the long-term case for why the dollar could be approaching the end of its bull cycle as twin deficits weigh it down. Agati also highlights that there is much opportunity in both the debt and equity of emerging markets, noting serious composition changes with the various indices. Lastly, Agati and Chandler share their views on bonds and credit. For our Listeners : Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2083)

Daily Briefing - May 20, 2020

Daily Briefing - May 20, 2020

Real Vision’s senior editor Ash Bennington and managing editor Roger Hirst analyze the latest developments in markets. Bennington and Hirst discuss the implications of fiscal burden-sharing in the Eur...

20 Mai 202032min

Daily Briefing - May 19, 2020

Daily Briefing - May 19, 2020

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to discuss the retracement of the S&P 500 amid a distressing Bank of America study that found that only 10 percent of fund ma...

19 Mai 202035min

The Interview - A Pandemic Focused Pension Health Update

The Interview - A Pandemic Focused Pension Health Update

Long before the market’s most recent correction, underfunded pensions were already a huge concern. Now that prices have fallen along with interest rates, pensions are in an even worse position than be...

19 Mai 202033min

Daily Briefing - May 18, 2020

Daily Briefing - May 18, 2020

Real Vision Senior Editor Ash Bennington hosts Managing Editor Ed Harrison to make sense of a roaring day on Wall Street. They analyze the extreme bullishness in today's session through the lens of Fe...

18 Mai 202029min

The Interview - Corona Crisis: The View from The Valley

The Interview - Corona Crisis: The View from The Valley

Balaji Srinivasan is a highly accomplished investor, entrepreneur, executive, and academic. In this conversation with Real Vision’s Ash Bennington, Srinivasan unpacks his tech-centric view of combatin...

17 Mai 20201h 13min

Daily Briefing - May 15, 2020

Daily Briefing - May 15, 2020

Real Vision's CEO and co-founder, Raoul Pal, joins Senior Editor Ash Bennington to update viewers on his "Unfolding" thesis about the trajectory of the COVID crisis and its effects on the economy and ...

15 Mai 202037min

Daily Briefing - May 14, 2020

Daily Briefing - May 14, 2020

Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis. Peter Cooper talks about how China, Hong Kong, and ...

14 Mai 202031min

Daily Briefing - May 13, 2020

Daily Briefing - May 13, 2020

Real Vision's senior editor Ash Bennington sits down with managing editor Roger Hirst to discuss the latest in macro, markets, and coronavirus. They dive into the psychological and economic repercussi...

13 Mai 202037min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
pengepodden-2
utbytte
rss-sunn-okonomi
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
pengesnakk
lederpodden
stormkast-med-valebrokk-stordalen
liberal-halvtime
lederskap-nhhs-podkast-om-ledelse
rss-politisk-preik
rss-markedspuls-2